Pipedrive + Umso
Create new Pipedrive deals from new Umso form submissions
Whenever a new form submission occurs in your Umso app, it instantly initiates a process that creates a new deal in your Pipedrive system. As a result, this workflow helps to streamline your lead capture efforts by ensuring that no valuable opportunities are lost or delayed in the manual transfer. This efficient, automated workflow optimizes your sales process, allowing you to focus on closing deals instead of administrative tasks.
Whenever a new form submission occurs in your Umso app, it instantly initiates a process that creates a new deal in your Pipedrive system. As a result, this workflow helps to streamline your lead capture efforts by ensuring that no valuable opportunities are lost or delayed in the manual transfer. This efficient, automated workflow optimizes your sales process, allowing you to focus on closing deals instead of administrative tasks.
- When this happens...Custom Form Submission
Select the custom form for which you want to connect for submissions.
- automatically do this!Create Deal
Creates a new deal.
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